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Defined Benefit/Defined Contribution Administrator

Heritage Pension Advisors, Inc.

in Commack NY / Hybrid

Logo for Heritage Pension Advisors, Inc.

Heritage Pension Advisors, Inc. is seeking an experienced Defined Benefit/Defined Contribution Retirement Plan Consultant. The successful candidate will be responsible for maintaining customer relationships by performing all day-to-day work that is required for retirement plan administration. The ideal candidate should have retirement plan administration experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills. All defined benefit work will be supervised by an Enrolled Actuary 

Job Description:   

  • Manage all aspects of client administration for defined benefit and defined contribution plans.
  • Answer client, advisor, and accountant calls and correspondence regarding retirement plan administration providing guidance for all compliance-related items.
  • Prepare Annual Administration reports, Form 5500 and related schedules, and PBGC filings.
  • Calculate maximum and minimum contribution amounts for plan sponsors to determine the optimal contribution levels.
  • Perform non-discrimination compliance testing: ADP, ACP, 402(g), 415(c), 401(a)(4) 410(b), 401(a)(26) and Top Heavy.
  • Reconcile fund balances at plan and participant level.
  • Review and interpret plan documents, amendments, notices, and summary plan descriptions


  • 3+ years of experience in traditional defined benefit and cash balance administration.
  • Solve complex problems with limited direct supervision.
  • Have strong attention to detail, organization, multi-tasking, and follow-up skills.
  • Proficiency with Microsoft Office and Adobe.
  • Experience with  FT William suite of products and Datair for defined benefit plans is a plus.

We offer a flexible work schedule and a competitive compensation package.

How to Apply

To apply please e-mail your resume to Scott Mullady at

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